Profit Sharing · DOL Form 5500 · 2023

Jose J. Iguina Goitia Profit Sharing Plan

Data updated 2026-08-25

$123K
Total assets Small plan by assets
1
Participants Small participant base
8th
Percentile by assets National rank
$123,123
Avg per participant Near avg balance/head
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Official DOL plan name: Jose J. Iguina Goitia Retirement Plan · Sponsored by Jose J. Iguina Goitia · Puerto Rico · Professional & Technical Services

$123K in assets, 1 participants

Jose J. Iguina Goitia's Jose J. Iguina Goitia Retirement Plan reported $123K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 8th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #1,269 in Professional & Technical Services (20,321 peers)

Jose J. Iguina Goitia multi-year trail

Jose J. Iguina Goitia's plans moved +43.4% in assets from 2022 to 2024; this filing shows Jose J. Iguina Goitia Retirement Plan at $123K / 1 participant.

#1,269
in Professional & Technical Services (20,321 peers)
+2.1%
assets growth YoY

Jose J. Iguina Goitia Retirement Plan among the smaller filed plans by assets

Jose J. Iguina Goitia Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$123,123 8th percentile higher than 8% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Jose J. Iguina Goitia Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jose J. Iguina Goitia Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jose J. Iguina Goitia Retirement Plan reported net income rose from -$1K in the plan year 2022 filing to $2K in the plan year 2023 filing.
  • Jose J. Iguina Goitia Retirement Plan end-of-year assets rose from $121K in the plan year 2022 filing to $123K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 666032700 · Jose J. Iguina Goitia PY 2023 · Profit Sharing

Jose J. Iguina Goitia Retirement Plan · $123K · 1 · 8th

  • EBSA $123K
  • PART 1
  • TYPE 8th
  • NET Profit Sharing
  • BOOK near Dfw Test Inc Profit Sharing Plan & Trust
  • VS-ST ind #1269

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in Puerto Rico →

Jose J. Iguina Goitia Retirement Plan in the asset neighbourhood

Jose J. Iguina Goitia Retirement PlanJose J. Iguina Goitia Retire…$123KDfw Test Inc Profit Sharing Plan & TrustDfw Test Inc Profit Sharing …$123KBurgi 627, Inc. Retirement PlanBurgi 627, Inc. Retirement P…$123KLanari Ross Inc. Retirement PlanLanari Ross Inc. Retirement …$123KPrado Soto Inc. Retirement PlanPrado Soto Inc. Retirement P…$123K
End-of-year total assets ($M) among Jose J. Iguina Goitia Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Jose J. Iguina Goitia multi-year asset trail

Sponsor-wide plan assets over time

All Jose J. Iguina Goitia plans reported in each filing year

Latest sponsor-wide plan assets
$173K 43.35831288546986% vs 2022
2024 filing year
$0.1M$0.12M$0.14M$0.16M$0.18M 202220232024 $0.12M $0.17M ▲ +41.7%
Year Plans Participants Total Assets
2022 1 1 $121K
2023 1 1 $123K
2024 1 1 $173K

Jose J. Iguina Goitia filing trail (2023)

Total Assets (Beginning of Year)$121K
Net Assets (End of Year)$123K
Net Income$2K
Employer EIN666032700
Plan Effective Date2010-05-11
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Jose J. Iguina Goitia Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Jose J. Iguina Goitia Retirement Plan, Total assets ($M): 0.123123 · Participants: 1Jose J. Iguina Goitia Retirement PlanThe Retirement and Savings Plan for Amgen Manufacturing Limited LLC, Total assets ($M): 719.343985 · Participants: 2713The Retirement and Savings Plan for Amgen Manufacturing Limited LLCPopular, Inc. Pr Savings and Investment Plan, Total assets ($M): 700.721578 · Participants: 8134Popular, Inc. Pr Savings and Investment PlanThe Savings Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 441.870695 · Participants: 1114The Savings Plan for Lilly Affiliate Employees in Puerto RicoHewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan, Total assets ($M): 195.772357 · Participants: 751Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation PlanThe Oriental Bank Coda Profit Sharing Plan, Total assets ($M): 134.602051 · Participants: 2096The Oriental Bank Coda Profit Sharing Plan
Jose J. Iguina Goitia Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Jose J. Iguina Goitia Retirement Plan side-by-side with 3 peers →

Jose J. Iguina Goitia Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Dfw Test Inc Profit Sharing Plan & Trust in TX ($123K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($123K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Jose J. Iguina Goitia Retirement Plan assets move in 2023? ▼
Jose J. Iguina Goitia Retirement Plan edged up modestly - up 2.1% during 2023, from $121K to $123K. Reported net income was $2K.
How have Jose J. Iguina Goitia plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jose J. Iguina Goitia's sponsor-wide assets grew 43.4%, from $121K to $173K.
Where does Jose J. Iguina Goitia Retirement Plan rank by assets among Form 5500 filers? ▼
Jose J. Iguina Goitia Retirement Plan ranks in the 8th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Jose J. Iguina Goitia Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Dfw Test Inc Profit Sharing Plan & Trust in TX ($123K, 34 participants).
Which Profit Sharing plans cover a similar participant headcount to Jose J. Iguina Goitia Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $418K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 666032700.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.